---
title: "Templates"
slug: "cloud-iam-template"
updated: 2026-11-03T14:48:17Z
published: 2026-11-03T14:48:17Z
canonical: "docs.senhasegura.io/cloud-iam-template"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://docs.senhasegura.io/llms.txt
> Use this file to discover all available pages before exploring further.

# Templates

This document provides information about the **Templates** report screen, which displays and allows users to create templates in Segura™ to provision users and service accounts easily without breaking the organization’s rules.

## Path to access

1. On Segura™, in the navigation bar, hover over the **Products menu** and select **Cloud IAM**.
2. In the side menu, select **Identity management > Templates**.

## Actions menu

| Item | Type | Description |
| --- | --- | --- |
| **Add** | Button | Directs to the [Add template](/v4-2/docs/cloud-iam-template#addedit-template-screen) screen. |
| **Actions** | Dropdown menu | Displays the options: *Import Azure credentials*, *Print report*, *Export CSV*, and *Schedule report*. |

## Search fields

| Item | Type | Description |
| --- | --- | --- |
| **ID** | Text field | Filters the templates by their identification code. |
| **Name** | Text field | FIlters the templates by their name. |
| **Creation date** | Date picker | Filters the templates by their creation date. |
| **Status** | Dropdown menu | Filters the templates by their status. The options are: **Enabled** or **Disabled**. Clear the field to enable the **All** option. |

## Report fields

- **ID**.
- **Name**.
- **Mask**: template for the users or service accounts’ names.
- **Department**: department that the user or service account must be in to be provisioned.
- **Creation date**.
- **Status**.
- **Actions**:
  - **Add new key**: opens the [Edit templates](/v4-2/docs/cloud-iam-template#addedit-template-screen) screen.

          **Info**

          

By default, the report displays 30 records per screen. To go to the next screen, click the forward buttons at the end of the report.

## Add/Edit template screen

This section provides information about the **Add template** and **Edit template** screens, which share the same fields.

| Item | Type | Required | Description |
| --- | --- | --- | --- |
| **Name *** | Text field | Yes | Template’s name. |
| **Enabled *** | Toggle button | Yes | Template’s status. |

### Service section

| Item | Type | Required | Description |
| --- | --- | --- | --- |
| **Mask *** | Text field | Yes | Template for the name of the user or service accounts. You can enter a prefix, suffix and also, between braces, the number of letters and numbers. For example: segura-aaa-000. |

### Personal section

| Item | Type | Required | Description |
| --- | --- | --- | --- |
| **Department** | Dropdown menu | No | Template’s department. |